I rate Arm Holdings (ARM) a Buy with a $544 price target, implying 64% upside from $332 per share. The main growth drivers ...

Who'll Own Your Inevitable AI Assistant? The Battle Is On, and I Predict One Winner ...

Though many power fantasies will remain just that—fantasies—some superiors do get a taste of karma. At the hands of their own ...

Part 1 of this min-series established why CXL Type 3 memory expanders matter for capacity-bound workloads and where expander ...

As AI infrastructure fragments into specialized tiers, CPUs are becoming the orchestration layer for agentic workloads.

As modern vehicles become increasingly software-driven and OEMs continue to tighten security, the company has had to work ...

OpenAI found two unrelated bugs masquerading as one in ChatGPT's data infrastructure. Silent hardware corruption on one Azure ...

Q2 of 2026 started with a white-hot rally in the stock market, recovering its losses from the first quarter and setting ...

For most of the industry’s history, the lever for semiconductor performance gains was process-node scaling. That is no longer the whole story. As one recent industry analysis put it, advanced ...

Tech companies race to build ever‑larger models, governments compete to secure semiconductor supply chains, investors pour ...

Recently, teesharp88 asked, "What is a massive secret in your industry that the general public has no idea about?" and I was ...